Conservest Capital Advisors, Inc. SPY Holdings History
Conservest Capital Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 248,579.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $139.06 Mil. This investment constitutes 14.61% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 14 purchases of SPY, at an average price of $320.79, for a total of 316,441.00 shares. In addition, there have been 14 sales at an average price of $448.58 for 67,862.00 shares. Based on historical transaction data and SPY's current price of $623.62, Conservest Capital Advisors, Inc.'s estimated gain on his SPY holdings is $83.95 Mil, reflecting a 82.70% gain to date.
Conservest Capital Advisors, Inc. SPY ($623.62) Holding Chart
Conservest Capital Advisors, Inc. SPY ($623.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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